Identifying the most tax efficient wrappers and construct a suitable investment portfolio.

The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.

Wealth Preservation – planning for later life and inheritance Issues

Financial Planning for wealth preservation in later life including Inheritance Tax planning can be complex and require specialist knowledge.

We will help by:

Providing appropriate investment strategies, perhaps geared towards capital preservation rather than capital growth, to generate or increase income in a tax efficient way.

Implementing Inheritance Tax mitigation strategies whilst retaining sufficient assets to ensure a client’s own financial security. This could be achieved by utilising a wide range of trust and investment based approaches which are designed to meet both aims.

Arranging a client’s affairs so that their estate passes to their chosen beneficiaries in a cost efficient way, without compromising financial security during their lifetime.

The Financial Conduct Authority does not regulate Tax or estate planning.

Contact Us

Office:
Parrs Bank Building,
Dane Street,
Northwich Cheshire,
CW9 5HA

T: 01606 48521
f: 01606 40031

CRS Consultants Limited is Authorised and Regulated by the Financial Conduct Authority and is entered
on the FCA register (www.fca.gov.uk/register) under reference 474097.